Fw: UBS Team With $500M AUM Joins HighTower

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From: Financial Planning <financial-planning@email.financial-planning.com>

Date: Tue, 6 Jan 2015 12:01:42 -0500 (EST)

To: <mainandwall@gmail.com>

Subject: UBS Team With $500M AUM Joins HighTower

Home  |  Subscribe       Daily   Jan 06, 2015       Top Stories   UBS Team With $500M AUM Joins HighTower by MADDY PERKINS   The fast-growing, private wealth management firm has partnered with a new team, TC Wealth Management. READ MORE »   RIA Leaders: Top 20 Firms for 2015   Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far. READ MORE »       New Risks and Opportunities: Retirement Scan   New laws this year likely will have an impact on retirement savings as the government faces population aging and public pension concerns. READ MORE »   2015 Muni Expert Forecasts: High Demand, Rising Rates, Modest Issuance by CHRISTINE ALBANO   Predictions by several municipal experts forecast a 2015 that runs the gamut from a flattening yield curve to increased issuance on the heels of a surprisingly strong year of performance in 2014. READ MORE »   Teaming Up? How to Form a Better Partnership by CHARLES PAIKERT   To make a deal work, "find out what values are most important to both of you," says Sean Montgomery, chief financial officer of The Bridgeway Group, based in Pasadena, Calif. READ MORE »   Wainscott Founder Gilbert's Son Charged in Killing of Father by PATRICIA HURTADO AND KATHERINE BURTON   The son of a hedge fund founder was charged with murder after New York police said he staged the shooting death of his father to look like suicide. READ MORE »           White Papers   Investment Management Consultants Association®: Top 3 Articles of 2014   The top articles from the 2014 issues of the Investment Management Consultants Association® (IMCA®) Investments & Wealth Monitor demonstrate the range and depth of content IMCA has become well known for providing.  Articles focus on what makes a highly successful advisor, active versus passive for the taxable investor, and behavioral finance. READ MORE »   Overcoming Transition Hurdles   One in four advisors consider moving within two years.* Are you one of them? Do you wonder if your clients will follow?  Are you concerned that the disruption might be too great?  You may also be worried about not knowing the depth of legal and compliance considerations. Download Overcoming Transition Hurdles to find solutions that help you understand how to successfully move your practice while maintaining a focus on client relationships and growth.  *The Cogent Discovery Series: Advisor Channel Migration TrendsTM 2013.      READ MORE »   MORE IN WHITE PAPERS »         Web Seminars   Deep Impact—How Optimal Social Security Strategies Affect Portfolio Longevity   Groundbreaking research in the Journal of Financial Planning reveals surprising findings about Social Security optimization and its outcome on two critical elements for a successful retirement--portfolio longevity and tax-efficient withdrawal strategies. READ MORE »   Increasing Customer Loyalty and Your Profits Simultaneously   Banks have had a tough time fitting retail securities into their traditional business mix. READ MORE »   MORE IN WEB SEMINARS »         FOLLOW US: @finplan Facebook       For more information about reprints and licensing content from Financial Planning, please visit www.SourceMediaReprints.com or contact PARS International Corp. (212) 221-9595.   You are currently subscribed to Daily as: mainandwall@gmail.com. You are receiving this email as part of SourceMedia. Please do not reply to this message. To learn more about SourceMedia's use of personal information, please read our Privacy Policy. Unsubscribe from this mailing list Manage your profile   SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809